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Distance Only Vista, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Angela Fogleman (CRD# 5446398) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vista, CA and has over 15 years of experience in the finance industry.
Burton Grantham (CRD# 6526383) is an Investment Advisor Representative working at Highpointe Wealth in Vista, CA and has over 8 years of experience in the finance industry.
Vicente Hinojosa (CRD# 5960928) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 8 years of experience in the finance industry.
John Howells (CRD# 1125350) is an Investment Advisor Representative working at Equitable Advisors, LLC in Vista, CA and has over 39 years of experience in the finance industry. John Howells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Jacobson (CRD# 1700031) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 36 years of experience in the finance industry.
Mark Kuperstock (CRD# 1385178) is an Investment Advisor Representative working at Mulholland & Kuperstock Asset Management, LLC in Vista, CA and has over 38 years of experience in the finance industry.
Aileen Joy Malig (CRD# 2502973) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vista, CA and has over 13 years of experience in the finance industry.
Nicholas McSpadden (CRD# 5884807) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vista, CA and has over 13 years of experience in the finance industry. Nicholas McSpadden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Mertsoc (CRD# 6850472) is an Investment Advisor Representative working at Edward Jones in Vista, CA and has over 6 years of experience in the finance industry.
Michael Mills (CRD# 2334279) is an Investment Advisor Representative working at Lpl Financial LLC in Vista, CA and has over 31 years of experience in the finance industry.